- Single-owner CPA practice with a long history in the community

- 73% Tax Preparation (53% individuals; 47% Businesses); 15% Bookkeeping; 12% Other (Periodic Reports, Payroll Prep, Consulting, Representation, 1099’s)

- Cashflow to the owner is 35% of gross revenue

- Practice utilizes Drake and QuickBooks

- 5 full time employees, 1 seasonal part time employee

- Office space is in a professional office building, with six private office.  Lease is assumable 

- Owner and their spouse are looking forward to retirement after a long, successful career

- Owner and their spouse anticipate assisting buyer through an appropriate transition period to maximize knowledge transfer and client retention